Remote Financial Planner – Established Cornwall & Devon Portfolio

Company: Financial Planning Firm
Apply for the Remote Financial Planner – Established Cornwall & Devon Portfolio
Location: Truro
Job Description:

Financial Planning Firm in Cornwall & Devon is seeking an experienced Financial Planner for a remote-based role with occasional travel to the Truro hub. You will inherit a substantial client bank and have access to significant new business opportunities across Cornwall and Devon, with a base up to £76,000 plus bonus and benefits.

The role involves managing approx. 110 households with £45m AUM, delivering holistic planning across pensions, investments, retirement and protection, and building

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Posted: October 2nd, 2026